|
Institutional
Holders
Total
Institutions:
|
70 3 |
|
Total
shares held :
|
3,398,463 |
|
% of shares
held :
|
84.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
11,412 |
|
% of shares
held change :
|
0.28% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.47 |
|
Last
Quarter's Ending
Price :
|
$50.39 |
|
Last
Quarter's Average
Price :
|
$49.31 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.05 (8.21%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Congress Wealth Management LLC / DE / |
27 |
- |
2024-03-31 |
716,958 |
$39,526,000 |
3,650 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
722 |
- |
2024-03-31 |
72,360 |
$3,989,000 |
13,452 |
|
Holistic Financial Partners |
13 |
- |
2023-12-31 |
49,229 |
$2,481,000 |
238 |
|
CITADEL ADVISORS LLC |
2168 |
- |
2023-12-31 |
47,611 |
$2,399,000 |
47,611 |
|
Coppell Advisory Solutions LLC |
54 |
- |
2023-12-31 |
40,919 |
$2,062,000 |
39,799 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
53 |
- |
2023-12-31 |
40,731 |
$2,053,000 |
12,759 |
|
Guild Investment Management Inc. |
16 |
- |
2024-03-31 |
36,520 |
$2,013,000 |
5,850 |
|
Cetera Investment Advisers |
808 |
- |
2023-12-31 |
38,804 |
$1,955,000 |
7,790 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2033 |
- |
2023-12-31 |
34,732 |
$1,750,000 |
24,308 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
571 |
- |
2023-12-31 |
32,290 |
$1,627,000 |
12,442 |
|
IFP Advisors Inc |
285 |
- |
2023-12-31 |
31,369 |
$1,581,000 |
11,859 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1764 |
- |
2024-03-31 |
28,315 |
$1,561,000 |
3,642 |
|
AE Wealth Management LLC |
1039 |
- |
2023-12-31 |
26,745 |
$1,367,000 |
2,542 |
|
American Institute for Advanced Investment Managem |
24 |
- |
2024-03-31 |
24,485 |
$1,350,000 |
6,020 |
|
RAYMOND JAMES & ASSOCIATES |
2417 |
- |
2024-03-31 |
23,305 |
$1,285,000 |
1,695 |
|
Csenge Advisory Group |
|
- |
2024-03-31 |
23,008 |
$1,268,000 |
1,602 |
|
Snowden Capital Advisors LLC |
417 |
- |
2023-12-31 |
21,409 |
$1,079,000 |
8,416 |
|
JANE STREET GROUP LLC |
3248 |
- |
2023-12-31 |
18,839 |
$949,000 |
6,292 |
|
HIGHTOWER ADVISORS, LLC |
1875 |
- |
2023-12-31 |
17,143 |
$862,000 |
3,303 |
|
Envestnet Portfolio Solutions Inc. |
901 |
- |
2023-12-31 |
14,454 |
$728,000 |
662 |
|
IAMS WEALTH MANAGEMENT LLC |
73 |
- |
2024-03-31 |
12,121 |
$641,000 |
897 |
|
Gateway Wealth Partners LLC |
91 |
- |
2023-12-31 |
11,509 |
$580,000 |
1,879 |
|
OneAscent Financial Services LLC |
195 |
- |
2024-03-31 |
9,613 |
$530,000 |
1,572 |
|
Orion Portfolio Solutions LLC |
1206 |
- |
2023-12-31 |
9,650 |
$497,000 |
2,223 |
|
Atria Wealth Solutions Inc. |
1247 |
- |
2023-12-31 |
9,053 |
$456,000 |
373 |
|
Kestra Advisory Services LLC |
1605 |
- |
2023-12-31 |
8,426 |
$425,000 |
1,457 |
|
HILLTOP HOLDINGS INC. |
422 |
- |
2023-12-31 |
7,388 |
$372,000 |
3,254 |
|
OLD MISSION CAPITAL LLC |
706 |
- |
2023-12-31 |
6,952 |
$350,000 |
2,761 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3191 |
- |
2024-03-31 |
5,673 |
$313,000 |
74 |
|
MARINER WEALTH ADVISORS, LLC |
2486 |
- |
2023-12-31 |
5,018 |
$253,000 |
322 |
|
HARBOUR INVESTMENTS INC. |
952 |
- |
2023-12-31 |
3,162 |
$159,000 |
176 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
2,727 |
$150,000 |
182 |
|
UBS Group AG |
5808 |
- |
2023-12-31 |
359 |
$18,000 |
292 |
|
ROYAL BANK OF CANADA |
5800 |
- |
2023-12-31 |
182 |
$9,000 |
9 |
|
|
34 Records found
|
1
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